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Michelle Dawn Williams

Eagle Strategies LLC

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About Michelle Dawn Williams

Michelle Dawn Williams is a registered investment advisor representative with Eagle Strategies LLC. Michelle has been in the financial industry since January 13, 2014. She holds the Series 6, 7, 63, and 65 licenses as well as the Securities Industry Essentials Examination (SIE). Michelle is registered in Arizona, California, Idaho, Mississippi, Nebraska, Nevada, Oregon, Texas, Utah, and Washington. Michelle specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.

Firm Information

Michelle Williams is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

1201 PACIFIC AVENUE

TACOMA, WA 98402

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michelle Williams’s Registration & Firm History

WA

04/20/2017 - Present

Eagle Strategies LLC (TACOMA WA)

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Licenses & Designations

IA

Issued 4/6/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 2/6/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/3/2017

Series 7 - General Securities Representative Examination

BC

Issued 1/14/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Dawn Williams.
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